Ali Mehrpour, IOSH member
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HSE Case
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What is the HSE case?
• A study like HAZOP or QRA?
• A procedure like risk management or hazard
identification?
• Or a work instruction like ER emergency
response instructions?
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Non But All
The HSE Case provides the documented
demonstration that some of HSE risks have
been reduced to as low as reasonably
practicable (ALARP) for Critical Facilities and
Operations regardless of Owner.
- What level of risk required to be addressed?
- What are Critical Facilities and Operations?
- ALARP margin?
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Non But All
• A HSE Case is the demonstration and due
diligence that meets the minimum requirements
for all HSE & risk studies that have been
undertaken for a facility.
The results obtained from the various analysis,
together with the HSE management arrangements
that are, or will be, in place during the operations
phase, will ensure the ongoing safety of the facility
and personnel that work on it.
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HSE Case Goals
•We need to ensure they do not happen
Accident Occurrence Prevention
•Ensure you all know about it!!
Third Parties are aware of Hazards and Controls
•Economy
All efforts has been dedicated
People and Asset Insurance
• Regulatory Obligation
Some Countries Since 2005
Assessment Principles for Offshore Safety Cases
(APOSC)
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Main Goal
• Ensure Integrity Management Is In Place
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What level of risk required to be addressed?
Regarding Company Risk Matrix:
C onsequences
In c r e a s in g L ik e lih o o d
0
N o In ju r y o r
H e a lt h E f f e c t
1
S lig h t In ju r y
o r H e a lt h
E ffe c t
2
3
4
5
M in o r In ju r y
o r H e a lt h
E ffe c t
M a jo r In ju r y
o r H e a lt h
E ffe c t
P T D o r u p to
3 f a t a lie s
M o re th a n
to 3
f a t a lit ie s
N o D am age
S lig h t
D am age
<$ 100K
M in o r
D am age
$ 1 0 0 -$ 1 M
M o d e ra te
D am age
$ 1 M -$ 5 M
M a jo r
D am age
$ 5 M -$ 1 0 M
M a s s iv e
D am age
>$ 10 M
R e p u t a t io n
E n v ir o n m e n t
A s s e/tLs O R
Pe o p l e
Se v e r i t y
1
2
3
4
5
Four
CM Es
T h re e
CM Es
Tw o
CM Es
S in g le
CM Es
N o
CM Es
N ever
h e a rd o f
in t h e
In d u s try
H e a r d o f in
th e
In d u s try
H as
happened
a t th e
lo c a t io n o r
m o re th a n
once per
y e a r in t h e
com pany
H as
happene
d a t th e
lo c a t io n
m o re
th a n
once per
y e a r in
th e
Com pany
H as
happened
in t h e
com pany
o r m o re
th a n o n ce
p e r y e a r in
th e
In d u s try
N o E ffe c t
N o
Im p a c t
0
0
0
0
0
S lig h t
E ffe c t
S lig h t
Im p a c t
1
2
3
3
5
M in o r
E ffe c t
M in o r
Im p a c t
2
4
6
8
10
M o d e ra t
e E ffe c t
M o d e ra t
e Im p a c t
3
6
9
12
15
M a jo r
E ffe c t
M a jo r
Im p a c t
4
8
12
16
20
M a s s iv e
E ffe c t
M a s s iv e
Im p a c t
5
10
15
16
25
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What are Critical Facilities and
Operations?
• Regarding Industry Records:
- Chemical Plants
- Gas Processing Plants
- Production Operation
- Product Transport Operation
- Transport Operation
•Other Aspects
-Product/Operation Importance or Social Impact
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ALARP Margin?
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Risk Criteria
• Individual Risk (IR)
Individual Risk Per
Annum is the
frequency with
which an individual
may be expected to
sustain fatal harm
due to exposure to
specific hazards in a
year.
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How to Reduce Risk to ALARP Level?
• ALARP Demonstration- Hierarchy of Control
- Description of the process that was followed and risk reduction
options considered with the reasons for acceptance/rejection;
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HSE Case a Risk Base Approach
Organization Risk Management Procedures
HEMP- Hazard and Effect Management Process Using
Bow-Tie
Events and
Circumstances
BARRIERS
H
A
Z
A
R
D
Harm to people and
damage to assets
or environment
CO
NS
EQ
UE
NC
ES
Major accident
Construction /Engineering activities
Maintenance activities
Operations activities
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EXPLOSION
PASSIVE FIRE PROTECTION
ACTIVE FIRE PROTECTION
EMERGENCY SHUTDOWN
FIRE & GAS DETECTION
BLOWDOWN & RELIEF SYSTEM
IGNITION CONTROL
PROCESS INSTRUMENTATION
Hydro Carbon
Releases
Hydro Carbon Releases
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HSE Case Phases
Identify
and
Assess
Concept
Selection
Report
Concept
Selection
Define/
FEED
Design HSE
Case
Execute
Operate
Operations
HSE Case
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Concept Selection Report
• Concept Selection report forms the basis for the
engineering activities in the Define phase
• Purpose of the HSE content of the Concept Selection
report is to :
1. Demonstrate that there has been a systematic
application of Risk Management during the Identify &
Assess and Select Concept phases;
2. Confirm that the lowest risk option have been
actively sought and selected; or alternatively,
demonstrate that the cost/effort required to adopt the
lowest risk concept is grossly disproportionate to the
benefit (ALARP).
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Design HSE Case
(provides input to Operations HSE Case)
• The purpose of the Design HSE Case is to:
1. Demonstrate that together with the Concept Selection
report there has been a systematic application of the Risk
Management process through the Identify & Assess,
Select, Define and Execute phases, and that risk has been
actively and systematically reduced to ALARP;
2. Demonstrate that the HSE Critical Elements and their
Performance Standards have been identified
3. Define the Performance Standards of the HSE Critical
Element that shall be achieved and maintained during the
Operate phase to ensure that Severity 5 or High Risk Hazards
remain tolerable and ALARP;
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HSE Critical Elements
• Equipment or structure whose failure could lead to the
release of a Severity 5 or High Risk Hazard or
• Equipment or structure whose purpose is to prevent or
limit the Consequences of a Severity 5 or High Risk
Hazard.
• Such As:
- Safeguarding(FC=Flow Controller, PC=Pressure Controller)
-
Fire & Gas Detection System(F&G)
Emergency Shut Down System(ESD)
Blow Down System(BD)
Fire Water System
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Operations HSE Case
• The purpose of the Operations HSE Case is to:
1. Demonstrate how Severity 5 or High Risk
Hazards are managed during operations to
ensure that the risks are tolerable and ALARP;
2. Describe how the relevant management systems
(e.g. integrity, maintenance, competence, PTW)
implement the requirements of the HSE Control
Framework, including the management of Medium
HSE Hazards, to continuously meet Performance
Standards.
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Contractor HSE Cases
• If activities with Severity 5 or High Risk
Hazards that require an HSE Case are
managed by a contractor, (e.g. drilling
operations), the contractor shall either
develop and maintain its own HSE Case
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Note!
• HSE Critical Tasks
Description of HSE Critical Tasks by position;
• Critical Task Competencies
Details of additional critical task competency
requirements.
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Main Goal
• Ensure Integrity Management Is In Place
e.g. Chemical Release:
Site Selection, Technology,
HAZOP, SAFOP, QRA,
Safe Guarding, IPL,
Material Selection, Purchase, Installation
ER, F&G, ESD, Fire water,
PTW, SIMOPS, MOPO
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Thanks for Time and
Consideration
References:
- Courtesy Industry Best Practices
- Courtesy UK HSE
- Courtesy Internet
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